Overview
What is HubSpot CRM?
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy…
HubSpot a Great Solution for Sales Teams.
Hubspot review.
Easy-to-use and affordable CRM that has increased operation efficiency.
HubSpot CRM Review
The best multitool there is
If you're a SME, HubSpot makes the most sense.
HubSpot 6-month Performance Review
Best decision we ever made!
Best CRM tool I ever used in my 20+ years in Sales!
Unlocking Sales Success
HubSpot CRM Review
HubSpot CRM is a great platform, a little bit expensive, but worth it
Let us have black email default color!
HubSpot is the glue holding together everything we do (in Marketing and Sales) at GFS
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (1500)8.686%
- Integration with email client (e.g., Outlook or Gmail) (1510)8.484%
- Interaction tracking (1455)8.383%
- Workflow management (1466)8.383%
Reviewer Pros & Cons
Video Reviews
3 videos
Pricing
Free Forever
$0
CRM Bundle
$50
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.6Customer data management / contact management(1500) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.3Workflow management(1466) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 6.2Territory management(184) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.1Opportunity management(1403) Ratings
Users can track deals and create quotes.
- 8.4Integration with email client (e.g., Outlook or Gmail)(1510) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8Contract management(185) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.4Quote & order management(1018) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.3Interaction tracking(1455) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.9Channel / partner relationship management(186) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.3Case management(958) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.5Call center management(827) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.3Help desk management(879) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.4Lead management(1291) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.5Email marketing(1302) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8Task management(1361) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 6.9Billing and invoicing management(701) Ratings
This includes automated invoice creation and billing.
- 7.7Reporting(1256) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.5Forecasting(1086) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.2Pipeline visualization(1312) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.8Customizable reports(1275) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8Custom fields(1295) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.7Custom objects(1123) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 6.3Scripting environment(132) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 7.5API for custom integration(915) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.4Single sign-on capability(1142) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.5Role-based user permissions(1218) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.2Social data(854) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.1Social engagement(843) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.7Marketing automation(973) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.4Compensation management(634) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.9Mobile access(1167) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is HubSpot CRM?
HubSpot CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
HubSpot CRM Screenshots
HubSpot CRM Integrations
- WordPress
- Zapier
- Zoom Workplace
- Slack
- Shopify
- Gmail
- Outlook
HubSpot CRM Competitors
- Sugar Sell (SugarCRM)
- Zoho
- Zendesk
HubSpot CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Supported Languages | English, French, Spanish, Portuguese, Japanese, German, Italian, Dutch |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(4781)Attribute Ratings
Reviews
(1-25 of 721)- Easy-to-use platform, simple navigation, and data entry that creates a good user experience.
- Integrations with critical software and platforms across all arms of our business.
- In-depth analytics that provides clear data on staff and organizational performance (i.e., revenue and sales tracking).
- Logging of communication to easily refer back to previous emails/calls/etc, including call recording, which is also useful for compliance and training.
- Different subscription options allow more personalized use of features instead of Sales, Marketing, or Service.
If you're a SME, HubSpot makes the most sense.
We moved to Salesloft for outreach in Q1 2023 due to reporting not being strong enough for management.
- Better UI/UX than Salesforce
- Easy reporting
- use of ease as general CRM
- Reminder tasks
- Customised reporting
- Easier use of tiering accounting for outbound
- better / different reporting on open / reply rates etc
HS is more user friendly, and can act as a single source of truth. Although I've mainly experience with only the sales side of things and less so the marketing side of the platform.
Reporting is nice and easy regarding activity. There are more complex/technical reports relating to accounts and outreach that internally we haven't been able to work out in HubSpot so the team has moved reporting to Tableau instead of this
HubSpot CRM Review
- Sequences
- Data Insights
- Automation
- More customization
- More integration with data intelligence platforms
- Hyperlinks as personalization keys
HubSpot is all you need.
- Integrating with multiple platforms.
- Showing all activity with a customer.
- Providing ways for us to learn how to best use it.
- A user friendly interface that is easy and intuitive to navigate.
- The only thing I would say, which isn't a major thing, is that editing emails in workflows would be better. I'd like to see it have more formatting options, like creating an email from the email options.
Ted's Review
- "Scrapes" all the Customer's information from email and website.
- Sequences to automate my continued outreach.
- Pipeline reporting to know where I stand for the month.
- Quoting system allows me to working within HubSpot.
- Calling & emailing directly through HubSpot automatically tracking my activity.
- Email Sequences NOT starting a new thread, but rather continuing a thread to help Prospects review the history of our discussion to jar their memory.
- Email Sequences allowing me to re engage MULTIPLE Contacts (not just one).
- If a payment is required on the quote, do not let the Customer leave the page (many forget to click the "Pay now" button, causing me to email the link back to their quote and instruct them to continue in the process).
- 2-way texting.
Hubspot works well!
- Database Management.
- Email Sender.
- Task List.
- Ways to track % of sales made from emails easily.
- Email pop up not always showing when setting a task.
- Not the easiest to navigate, had to go digging for a lot of things I needed.
Review
- Task queue.
- Prompt notification.
- Ease of use.
- Sometimes, it takes a while for a quote to be published.
- Automation for calculating charity proceeds.
- Editing invoices after they are created.
My Experience with HS.
- Contact Owner.
- Activity Tracking.
- Sometimes, tracking isn't fully coherent. E.g., you send an email, and it says that tracking data is not available because the user chose not to track this email when, in reality, the user never clicked anything to not track the email.
- Emails look 10/10 prior to sending, then you send it and line breaks aren't incorporated. Makes emails (especially important for sequencing) look extremely messy and unprofessional.
HubSpot CRM review
- HubSpot CRM stops sequences once the prospect has responded, which helps avoid confusion.
- HubSpot CRM also tracks the number of sequences completed by each team member, motivating users to always strive for the top.
- HubSpot CRM also keeps track of how many meetings you achieve, which is a great advantage.
- HubSpot CRM could update the prospect positions through their responses to avoid confusion.
- HubSpot CRM has the capacity to track the number of meetings your team members are accomplishing, but it is not very accurate.
- HubSpot CRM could also automatically remove a potential prospect from receiving sequences when they clearly state it in their responses.
- Scheduling Meetings
- Tracking customer engagement
- Ticket flows
HubSpot CRM Review!
- Organize contacts
- Ease of access
- works seamlessly with gmail
- more customizable UI
- Easier to use UI for managing contacts
- Allow for easy uploading of photos, media, notes on customer file to add detail and context.
HubSpot CRM is the Best CRM Platform!
- User friendly experience
- Integration with other applications
- all in one CRM
- When operating tasks, the overdue ones get jumbled it would be nice to be able to go back to specific days instead of it be put in an overdue pile
A strong, user friendly CRM for SME Sales orgs
- Easy to navigate, user friendly.
- Sequences make automating outbound outreach easy.
- Tracking email opens, clicks and other metrics for engagement.
- Makes it easy to keep on top of future tasks.
- Relatively fast and powerful.
- The Deals page is awful, and the layout is not customizable. On a small laptop screen, you can barely even see one line of text on a deal because of the ridiculously oversized banner message above the pipeline stages containing info such as "total deal amount," "weighted deal amount," etc. I should be able to move that.
- Some of the integrations could be a bit more intelligent. For example, sometimes, calling an existing contact from HubSpot using the same number will automatically create a new contact because the number dialed is (+44)776... instead of the local format of 0776.
- Email replies to automated meeting reminders should be logged in HubSpot. Prospective customers most commonly reply when they are unable to attend and include important info about why and when to speak instead. They shouldn't have to copy and paste into Log Email from Outlook every time.
If you need a good follow up CRM, HubSpot is your CRM!
- Task reminders.
- Workflows
- Email tracking.
- Sequences
- Customizable colors.
Hubspotting
- Sequencing
- Tasks
- Deal management.
- If you could tie certain products together for a quote, for example, if I were to select a product, it would automatically attach other products that need to go with it rather than selecting each one separately.
- When you select sequences, I had to find that you need to click All and then go up to see created by "Me." If you click the drop-down button, the user isn't first.
- When different users are in the account, maybe separate it by Account manager, support, etc. so everything isn't lumped together in the same middle area. I have to search a lot for things that pertain to just me.
- BIG- With Marketing, they are separate and send out emails. There should be a way to click something that says you're engaged with them so they don't receive any marketing emails while you're working with them. To me, it's annoying, and to the potential, I'm sure it's also irritating.
HubSpot CRM review.
- Track progress, see how many opens an email have.
- Saves and suggest sales templates.
- Easy to add notes to particular customer.
- Our entire team can log in an edit and add contacts.
- There are probably email softwares that prevents Hubspot emails from reaching them. There is always some bounce rate.
- I am using Hubspot with Gmail. I am not a fan of Gmail, and perhaps HubSpot could suggest other better email platforms.
HubSpot For Life!
- Customer service
- Tracking all the tasks and sending me notifications
- Email intergration
- KPI tracking, better KPI dashboard
- Better filter system
- Maybe more education on organizing leads
Amazing CRM but don't forget the smaller details
- Automation
- Segmentation
- Target Companies
- Allowing to embed polls / surveys into sales emails would help
- Software to easily host webinars in the portal via marketing dashboard
- Alert you when you haven't reached out to a 'prospect' after a certain amount of time
The limit of marketing contacts 2,000 a small company doesn't have the budget to allow the purchases needed which enterprise level has and it limits us to be able to bring in more opportunites to create that budget to spend
HubSpot CRM just works
- reporting of tickets
- communication externally
- reporting on our stats
- remove email threads and just use the latest reply
- highlight notes better
GREAT SOFTWARE
- Love that you can customize to fit your always changing goals.
- Very User Friendly
- Helpful to stay organized
- It took along time to get used to set up.
- Allow Mass sending of templates to different emails.
- Allow place to save Instagram Handle as well.
HubSpot CRM - user friendly and productive CRM
- Creates an opportunity to keep all necessary data at one place
- Gives a great opportunity to nurture leads and generate Deals
- Has plenty of integrational options
- Prospecting page has to provide bulk addition and assigning options
Hubspot feedback from 2years old user
- manage contacts
- keep the record
- show your progress
- interface
- easy to filter out the contracts
- improve the contact customisation
- Tracks activity metrics.
- Delivers information regarding inbound leads.
- Presents quota attainment and closed won/lost revenue in a meaningful way.
- Advanced reporting and exporting capabilities.
- Dashboard creation could be easier.
- Use of AI could be enhanced.
- Communication history
- Tracking progress
- To Do reminders
- Should be able to clone a deal for repeated business in an effort to continuously track revenue.
- One-click access to most common features, such as adding a new contact
Sales director
- Manage contacts
- Track deals
- Manage projects
- Interface
- Report for basic user also
- More automation